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Generate Investment Management Ltd: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Generate Investment Management Ltd on BRK-B, newest first. How the timeline and the estimate are built.

Generate Investment Management Ltd held 86,047 BRK-B shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 86,047 shares
    Change vs previous 13F +14,109 shares

    1.59% of the 13F portfolio, value $42,847,104.

    13F-HR 0002025905-26-000007 filed by Generate Investment Management Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 71,938 shares
    Change vs previous 13F +6,893 shares

    1.48% of the 13F portfolio, value $35,997,056.

    13F-HR 0002025905-26-000004 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 65,045 shares
    Change vs previous 13F -18,037 shares

    1.54% of the 13F portfolio, value $31,169,564.

    13F-HR 0002025905-26-000003 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 83,082 shares
    Change vs previous 13F -20,090 shares

    1.91% of the 13F portfolio, value $41,761,167.

    13F-HR 0002025905-26-000001 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 103,172 shares
    Change vs previous 13F +31,718 shares

    2.63% of the 13F portfolio, value $51,868,691.

    13F-HR 0002025905-25-000012 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 71,454 shares
    Change vs previous 13F -9,683 shares

    1.93% of the 13F portfolio, value $34,710,210.

    13F-HR 0002025905-25-000004 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 81,137 shares
    Change vs previous 13F -2,057 shares

    3.03% of the 13F portfolio, value $43,211,943.

    13F-HR 0002025905-25-000003 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 83,194 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $37,710,176.

    13F-HR 0002025905-25-000001 filed by Generate Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).